QuoteLinx integration for TimeLinx, Infor CRM, and Sage CRM

TimeLinx QuoteLinx

Looking to beef up your quoting capabilities within Infor CRM and Sage CRM?

QuoteWerks with QuoteLinx will make you more efficient, consistent, professional, and competitive.

TimeLinx has partnered with QuoteWerks to dramatically improve the quoting capabilities of Infor CRM and Sage CRM.

QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is purpose-built for the task of creating quotes and proposals.

Both Infor CRM and Sage CRM excel at most functions within their respective environments.  But like most software products, they stick to their core functionality (CRM in this case) and use outside “hooks” to beef up the areas that aren’t their specialty.  This is especially true when it comes to creating quotations that properly represent your offerings, provide multiple paths for pricing your goods, services, contracts and more, and allow for delivering the document either by paper, PDF or electronically in a manner that looks professional and does not take forever to put together.

With salespeople operating and maintaining their sales opportunities and delivering quotes to generate more business, letting them do so rapidly lets them maintain focus on finding new customers rather than trying to construct a quote that is accurate, logical, legally enforceable, and attractive while not taking a lot of time.  Regardless of how complex your products are.  And at a reasonable price affordable to any size business.

There is often no greater time-saver than a quoting tool to increase the volume of business being generated by your salespeople without the need for additional clerical salaries.

Features of the QuoteLinx, QuoteWerks, CRM Integrations:

  • Simple or Elaborate quotations produced quickly and professionally.
  • Fully integrated CRM Opportunities with QuoteWerks documents (quotes).
  • Quotes can include Products, Services, Expenses, Contracts and more.
  • TimeLinx integration passes items into TimeLinx Projects in the respective areas needed.
  • Support for QuoteWerks Web and QuoteWerks Desktop simultaneously.
  • QuoteValet support to deliver quotes electronically with literature, contracts, tracking, quote options, and electronic payment

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Other Features include:

  • Customer and Contact information is passed into the Quote automatically
  • Quote Numbering is automatic and the Quote name is taken directly from the CRM’s Opportunity Name
  • Line items for products, services, expenses and more are seamlessly passed into the Infor CRM or Sage CRM opportunity where it can be tracked and forecasted like any other Opportunity
  • Pricing can be configured for specific customers, industries, quantity, levels, dealer, or other criteria
  • Item costs are also tracked and passed back to the Opportunity to calculate revenues and profitability.
  • QuoteLinx tracks multiple revisions of any Quote, and any revision can be made into the “active” Quote at any time.
  • QuoteWerks includes a full “configurator” system, allowing an inexperienced salesperson to configure an easy or complex quote quickly
  • Customized output formats give quotes a professional, perfect look that represents your company image, plus different formats for different purposes, optional brochure attachments, product images in the quotes, terms & conditions, and more.

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QuoteLinx Integration with TimeLinx

Upon winning the CRM Opportunity, QuoteLinx turns quoted items into the following TimeLinx Project items, as shown, or configured differently as desired:

  • Products = Products
  • Services = Tasks
  • Expenses = Expenses
  • Contracts = Contracts

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TimeLinx Accounting Platform (TAP) Integration:

With the TimeLinx Accounting Platform (TAP), service work can be quoted, delivered, approved, invoiced and paid including bi-directional synchronization options for most Infor and Sage accounting systems, and QuickBooks®.

Requires Infor CRM (Saleslogix) versions 8.4.0 or higher or Sage CRM v3.0 or higher.  Corporate SQL Edition of QuoteWerks 4.5 or greater is required.

QuoteWerks

A complete “Configure-Price-Quote-Deliver-Acceptance-Payment” System!

QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, GoldMine, Google Contacts, Infor CRM (SalesLogix), Outlook, Outlook BCM, Sage CRM, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just enter product information directly into the quote. Products stored in QuickBooks or Sage 50 – US Edition (Peachtree) can be quoted directly with QuoteWerks.